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The following is the In the first half of 2021, the shipment of 5nm wafer products is expected to increase by 20% month on month From TSMC recommended by recordtrend.com. And this article belongs to the classification: Hardware equipment industry.
According to a report from DIGITIMES, industry insiders said TSMC expects the shipment of its 5nm process wafer chip products to increase by 20% month on month in the first half of next year. The news denies the rumor that TSMC’s 5nm has been slashed by apple. In fact, from the year-on-year growth of TSMC’s revenue for 18 consecutive months and the record high in November, we can see that the actual situation is that the supply is in short supply.
According to Nikkei, apple even plans to increase iPhone shipment by 30% in the first half of next year. Obviously, the iPhone 12 will account for a considerable part, and TSMC, which manufactures 5nm A14, naturally needs to cooperate.
Despite the absence of Huawei’s advanced process orders, the 5nm and 7Nm capacity that can be released is immediately “carved up” by Apple’s M1 processor, snapdragon x55 baseband and and AMD zen2 / zen3. TSMC’s days are still moist.
According to the current reports, apple is expected to launch new iPad pro, 16 inch macbook pro and other products in the first half of next year. They will all carry a 5nm processor. TSMC is really busy.
In 2020 Q3, the top ten Fabs’ revenue ranking predicts SMIC’s 5th TSMC. How did this company start in Taiwan? What is the gap between SMIC and TSMC? TSMC’s 7Nm process produces more than 1 billion chips. TSMC: in 2019, the shipment of q47nm chips accounts for 35%, and the total cost of a TSMC 5nm chip exceeds 2900 yuan? TSMC financial report: in 2019, Q4 TSMC’s net profit after tax was 345.344 billion new Taiwan dollars, with a year-on-year increase of 32.28%. TSMC financial report: in December 2019, the revenue of TSMC was $3.449 billion, a year-on-year increase of 15%. TSMC financial report: in July 2019, TSMC’s revenue reached 19.1 billion yuan, with a year-on-year increase of 14%. TSMC financial report: TSMC’s revenue in the first half of 2019 reached 101.6 billion yuan TSMC financial report: from January to May of 2019, TSMC’s revenue decreased by 9.0% to S $373.84 billion from January to may in 2019. TSMC’s global employees’ median salary last year was about 390000 yuan. TSMC financial report: in 2018, TSMC’s revenue exceeded NT $1 trillion for the first time, with an increase of 5.5% over the same period. TSMC financial report: the net profit of Q3 TSMC in 2018 was about 19.96 billion yuan TSMC financial report: the net profit of Q1 TSMC in 2017 was 19.85 billion yuan, with a year-on-year increase of 35.3%
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